What Is a Living Trust?
A living trust is a popular consideration in many estate strategy conversations, but its...
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Category: Family
9 Questions to Ask Yourself During the Estate Planning Process
The estate planning process can feel overwhelming and forever ongoing – especially if you’re...
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How to Create an Estate Plan
You understand the importance of estate planning, but sometimes it’s a question of where to start....
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The Economic Impact of Hurricanes: Protecting Yourself & Your Home
Hurricanes are one of the most damaging natural disasters. In fact, from 1980 to 2020, the total...
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5 Myths About Generational Wealth
The Rockefellers, the Vanderbilts, the Gettys – all famous families known for their success...
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Gifting vs. Inheritance: Which Is Better For My Beneficiaries?
If you know that you want to leave behind money for your family members, is it better to leave the...
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Family Caregivers Deserve Recognition: Surprising Stats Everyone Should Know
Two out of 10 people in America will provide custodial care, mostly in addition to their full-time...
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Generational Wealth Planning
A Guide to Growing and Protecting Your Wealth For Decades to Come It’s common for people to want...
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You’re Biased Toward Your Own Money
In one way or another, we all have a complex relationship with our own money. Because of that,...
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Five Techniques to Overcome Financial Stress
Money is the second leading cause of stress amongst adults. [1] If you find yourself worried about...
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Four Ways to Teach Your Grandkids About Money
Named the International Day of Families by the United Nations, May 15 is a day dedicated to...
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Bill & Melinda Gates Are Divorcing: A Reminder About Protecting Yourself Financially During Divorce
After 27 years of marriage, high-powered business and philanthropic couple Bill and Melinda Gates...
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